Investing Lessons from Peter Lynch
A recent article in Fidelity.com offers insights from investing legend Peter Lynch. Here are some highlights: “In the stock market, the most important organ is the stomach. It’s not the…
O'Shaughnessy Insights on Value's Terrible Performance
In a recent interview on the Bloomberg Markets Odd Lots podcast, O’Shaughnessy Asset Management (OSAM) co-CIO Chris Meredith talked about value’s long period of underperformance and shared some insights regarding…
Factor Investing's Brutal Truth
A new study published in the financial Analysts Journal argues that although asset managers can generate more returns by using market timing factors than they can with passive strategies, associated…
Rob Arnott Claims Victory on Factor Crowding
Research Affiliates Co-Founder Rob Arnott is feeling “redeemed” after the rotation earlier this month from growth to value outperformance, according to an article in Bloomberg that says, “it smacks of…
If Everyone Indexes, What Happens?
As passive investing continues to gain popularity, concerns have materialized about some unintended consequences, according to a recent article inMorningstar. The article outlines an interview with Morningstar’s director of passive…
Thomas Piketty's New Blockbuster Guide
French economist Thomas Piketty is back with a 1,200-page guide to abolishing billionaires, according to a recent article inBloomberg. The article reports that his latest blockbuster, “Capital and Ideology” explains…
Why Use One Value Factor When You Can Use Many
By Justin Carbonneau (@jjcarbonneau)—-Interested in chatting with Justin – let him know.—- Suppose you wanted to find the value stocks in today’s market using common value ratios. Which would you…
Buffett Protégé Starting Her Own Firm
One of Warren Buffett’s inner circle is leaving Berkshire Hathaway to start her own firm, according to a recent article in The Wall Street Journal. Tracy Britt Cool, who the…